Frequently Asked Questions

Creating an account is simple:

1. Click the "Register" button in the top navigation bar
2. Fill out the registration form with your details
3. Select your preferred plan
4. Verify your email address by clicking the link in the confirmation email
5. Set up your profile and you're ready to start signing documents

Note that all new accounts require manual verification by our team to ensure security.

SwiftDocSign.com supports a wide range of document formats for signing:

• PDF (.pdf) - Recommended format
• Microsoft Word (.doc, .docx)
• Microsoft Excel (.xls, .xlsx)
• Text files (.txt)
• Images (.jpg, .png)

All non-PDF documents are automatically converted to PDF format during the uploading process to ensure consistency and compatibility.

To send a document for signature:

1. Log in to your SwiftDocSign.com account
2. Click "New Document" or "Send for Signature"
3. Upload your document from your computer or cloud storage
4. Add recipients who need to sign the document
5. Place signature fields, text fields, and other form elements where needed
6. Add a personalized message (optional)
7. Click "Send" to deliver the document to recipients

Recipients will receive an email notification with instructions to sign the document.

When you receive a document for signature, follow these steps:

1. Open the email notification and click the "Review & Sign" button
2. Review the document carefully
3. Follow the on-screen prompts to complete any required fields
4. Create your signature by drawing, typing, or uploading an image
5. Click the signature fields to apply your signature
6. Complete any other required form fields
7. Click "Finish" to complete the signing process

Once completed, all parties will receive a copy of the signed document via email.

Yes, we offer a 14-day free trial of our Professional plan. The free trial includes:

• Up to 5 documents
• All Professional plan features
• No credit card required to start

After the trial period, you can choose to subscribe to any of our plans or downgrade to a free account with limited features.

Billing depends on the subscription type you choose:

• Monthly subscriptions: Billed on the same day each month
• Annual subscriptions: Billed once per year with a 20% discount compared to monthly rates

We accept major credit cards (Visa, Mastercard, American Express) and PayPal. For Enterprise plans, we also support invoice billing with net-30 terms upon credit approval.

Yes, you can upgrade or downgrade your plan at any time from your account settings:

• Upgrades: Take effect immediately, and you're billed the prorated difference for the remainder of your billing cycle
• Downgrades: Take effect at the end of your current billing cycle

When changing from monthly to annual billing, the annual cycle begins immediately with the discount applied.

Yes, we offer special pricing for:

• Registered nonprofit organizations (501(c)(3) or equivalent)
• Educational institutions (K-12 and higher education)
• Qualified startups in early stages

Eligible organizations can receive up to 30% off standard pricing. Please contact our sales team with proof of your organization's status to apply for these special rates.

We take data privacy seriously and handle your information in accordance with our Privacy Policy:

• We collect only the data necessary to provide our services
• Your documents are stored in encrypted format
• We never sell your personal information or document data
• Data is processed in compliance with GDPR, CCPA, and other privacy regulations
• You maintain ownership of your documents and data

You can request a copy of your data or deletion of your information at any time by contacting our support team.

Access to your documents is strictly controlled:

• Only you and the specific individuals you invite can access your documents
• Team administrators can access documents within their organization
• SwiftDocSign.com staff cannot access document contents except in limited support scenarios with your explicit permission
• All access attempts are logged in detailed audit trails

You can revoke access to unsigned documents at any time from your dashboard.

Our document retention policies are as follows:

• Completed documents: Stored for the lifetime of your account plus 30 days after account closure
• Incomplete documents: Stored for 180 days, then automatically deleted
• Templates: Stored until manually deleted by you
• Enterprise customers: Custom retention policies available based on your requirements

You can download or export your documents at any time for your own record-keeping.

Yes, we strongly recommend enabling two-factor authentication for enhanced account security:

• Available to all users at no additional cost
• Supports authentication apps (like Google Authenticator, Authy)
• SMS-based verification available as a backup option
• Enterprise plans: Support for hardware security keys (YubiKey, etc.)

You can enable 2FA in your account settings under the "Security" tab.

Yes, templates are a powerful way to streamline repetitive document workflows:

• Create reusable document templates with pre-placed fields
• Define default signers or signer roles
• Set up automatic routing sequences
• Include standard text and branding
• Save and organize templates in folders
• Share templates with team members (on team plans)

Templates are available on all paid plans, with limits based on your subscription level.

The number of signers depends on your plan:

• Basic Plan: Up to 5 signers per document
• Professional Plan: Up to 25 signers per document
• Enterprise Plan: Unlimited signers per document

You can also specify the signing order (sequential or parallel) and assign different roles to participants (signer, reviewer, approver, etc.).

Yes, SwiftDocSign.com offers various integration options:

• Direct integrations: Google Drive, Dropbox, OneDrive, Salesforce, HubSpot, and more
• API: Comprehensive REST API for custom integrations (Professional and Enterprise plans)
• Zapier: Connect with 3,000+ applications without coding
• Webhooks: Set up automated workflows based on document events
• Single Sign-On (SSO): Integrate with your identity provider (Enterprise plans)

Check our Documentation for detailed integration guides.

Yes, our branding options allow you to customize the signing experience:

• Basic Plan: SwiftDocSign.com branding on all documents and emails
• Professional Plan: Add your company logo to signing pages and emails
• Enterprise Plan: Full white-labeling, custom colors, custom email domains, and removal of SwiftDocSign.com branding

Custom branding helps reinforce your visual identity throughout the signing process and builds trust with your signers.

For electronic signatures to be legally valid, they must meet several criteria:

• Intent to sign: Clear demonstration that the signer intended to sign the document
• Consent to do business electronically: Agreement to use electronic processes
• Clear attribution: Evidence connecting the signature to the specific signer
• Record retention: Ability to store and reproduce the signed document
• Audit trail: Record of the signing process and actions taken

SwiftDocSign.com is designed to fulfill all these requirements, creating comprehensive evidence packages for each signature.

While most documents can be signed electronically, certain document types may be exempt in some jurisdictions:

• Wills, codicils, and testamentary trusts
• Some family law documents (adoptions, divorce, etc.)
• Court orders and certain notices
• Negotiable instruments (checks, promissory notes)
• Certain real estate deeds in some jurisdictions

Regulations vary by country and region, so we recommend consulting with legal counsel for specific document types if you're uncertain about eligibility for electronic signing.

There's an important distinction between these terms:

• Electronic Signature: The broader concept of signing documents electronically, which includes various methods like typing your name, drawing a signature, clicking "I agree," etc.
• Digital Signature: A specific technology that uses cryptographic techniques to provide enhanced security, including signer authentication, document integrity verification, and non-repudiation.

SwiftDocSign.com offers both standard electronic signatures on all plans and advanced digital signatures with certificate-based authentication on Enterprise plans.

Yes, for every completed document, SwiftDocSign.com generates a comprehensive Certificate of Completion that includes:

• Document name and unique identifier
• Timestamp of all signature events
• Names and email addresses of all signers
• IP addresses of signing parties
• Authentication methods used
• Complete audit trail of all document actions
• Cryptographic hash of the document to prove integrity

This certificate is automatically attached to the final signed document and provides evidence for the validity of the signatures if ever challenged.

Our support availability varies by channel:

• Email Support: Monday-Friday, 8am-8pm Eastern Time (Basic and Professional plans)
• Live Chat: Monday-Friday, 9am-6pm Eastern Time (Professional plan)
• Phone Support: 24/7 for Enterprise customers
• Self-Service Help Center: Available 24/7 for all users

Expected response times: Email - within 24 hours (Basic), within 8 hours (Professional); Live Chat - typically within 5 minutes during business hours.

To reset your password:

1. Go to the Login page
2. Click the "Forgot password?" link below the login form
3. Enter the email address associated with your account
4. Click "Reset Password"
5. Check your email for a password reset link
6. Click the link and follow the instructions to create a new password

Reset links expire after 24 hours for security reasons. If you don't receive the email, check your spam folder or contact support.

Yes, we offer various training options depending on your plan:

• All Plans: Access to our Knowledge Base with tutorials, guides, and videos
• Professional Plan: Access to monthly group webinar training sessions
• Enterprise Plan: Personalized onboarding program, custom training sessions for your team, and training materials tailored to your workflow

Additional training sessions can be purchased separately for Basic and Professional plans if needed.

Yes, you can cancel your subscription at any time:

1. Log in to your SwiftDocSign.com account
2. Go to "Account Settings"
3. Select "Billing & Subscription"
4. Click "Cancel Subscription"
5. Follow the prompts to confirm cancellation

When you cancel:

• Your account remains active until the end of your current billing period
• You won't be charged for the next billing cycle
• You can continue to access your documents for 30 days after your subscription ends
• After 30 days, your account is downgraded to a limited free account unless you delete it completely

Enterprise customers should contact their account manager to cancel.